I am a Family Wealth Director, a Morgan Stanley designated financial professional, who believes that you - as one of our most important clients - is entitled to a different kind of working relationship with the firm. In fact, it is a type of relationship that you have probably not encountered at any other firm. As a Family Wealth Director, I bring the scope and influence of the differentiating resources of Morgan Stanley to our most valued clients.

This combination of personal attention and financial possibilities can help create opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and rewarding.

You’ve worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard. To help you get the most out of life, call or send us an email.

A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.

Now is the time to start planning ahead for the potential costs of long-term care. Contact us to discuss ways to protect you and your family from one of the biggest threats to your standard of living.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.